Time for Spring Cleaning
Spring is the perfect time to freshen things up - not just closets and garages, but your financial life too. A few small changes can make managing your accounts simpler, more secure, and easier to stay on top of. As part of your financial “spring cleaning”, we want to highlight ways to streamline how you receive and share information about your accounts.
Go Paperless
If you’re still receiving paper statements, confirmations, or notices in the mail, this is a great time to consider switching to paperless delivery.
Moving your accounts to electronic delivery allows you to:
- Access statements and documents more quickly
- Reduce clutter and keep records organized in one secure place
- Improve security by minimizing sensitive mail
We’ve included a guide -Account View Paperless Steps- to help walk you through the steps – or if you want help, give us a call and we can walk you through the steps. Please note that you will receive confirmation you've chosen to go paperless and it can take up to 3 cycles to take effect.
Stay Informed with Optional Email Notifications
Did you know you can receive additional email alerts related to your accounts?
Third‑Party Notifications
You may request email notifications for proxy voting, prospectus notifications, shareholder meetings and investment related materials. These are required notifications and most are available electronically rather than by paper through the mail.
We can enable your account notifications via email with a simple form. Please reach out and we would be happy to get that set up; it is an e-Signature away from being complete.
We’re Here to Help
We are a team that aims to respond to client emails and phone calls within 24 hours or typically sooner. Please give us a call if you have immediate account needs so that we can address them as quickly as possible.
Spring cleaning is an opportunity to declutter and enjoy a simpler summer ahead. Whether it’s straightforward changes or if you want to jump into greater detail, we are on your side. Let us know how we can help.
Best,
Amy